A first strike at SurfStitch Group and at Pacific Resources, some nuances on remuneration resolutions at PACT Group and Acorn Capital investment Fund plus others as the results come to hand. One example from today's AGMs is PS&C Limited: the proxy voting tally doesn't convey enough information as to whether...
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The retail sector has bounced following the Federal election, but the sector remains subdued with expectations that this will continue through the Christmas shopping period. Chris Stott, Chief Investment Officer at Wilson Asset Management, thinks online retail growth is slowing and the space is looking mature. In the US, online...
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Internet retailing has been one part of the market that has taken a bit of a beating lately. For example: Surfstitch, Temple & Webster and AHA Life. We did not invest in any of these. So it was good to see a company in which we did invest, Kogan, beat...
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The Small Ordinaries Index is home to some of the most exciting business listed on the ASX. Investors are drawn by the lack of broker coverage and the prospect of getting ahead of the pack. However, it can be a hazardous space to navigate and over the past five years...
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We believe that February's market reaction can be attributed to negative investor sentiment rather than fundamental problems. We view these situations as opportunities and have been buying companies like SurfStitch, iSentia and Vita Group aggressively. We initially participated in the private equity sell-down of iSentia at AU$3.25 back in August...
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A big performer for Pie Funds in 2015 has been Surfstitch (ASX:SRF). With the one year anniversary of the company’s IPO coming up this month, it’s as good a time as any to consider whether the company can continue to be a stand-out performer on the ASX.
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With the consumer showing signs of life and the busy Christmas period approaching this episode of Buy Hold Sell looks at a selection of old and new businesses exposed to the retail sector. Scentre Group owns 14 of the top 20 shopping centres in Australia, offering a high quality and...
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We have added Surfstitch (SRF:ASX) to both Growth 1 and Growth 2. SRF is a recent listing and the largest pure play online retailer in the niche area of Action Sports, with a dominant position in Australia/NZ and established platforms in Europe and the US. Its prevailing male client base,...
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